Constellation Software Inc.: EPS $28.10 vs $29.62 expected
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 28.10 | 29.62 | −5.1% | 21.71 |
| Revenue (USD bn) | — | — | — | 2.92 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 6, 2026 | Q3 FY2026 | 28.10 | 29.62 | −5.1% | — | — | — |
| Aug 11, 2026 | Q2 FY2026 | 28.70 | 27.81 | +3.2% | 3.34 | 3.36 | −0.8% |
| May 12, 2026 | Q1 FY2026 | 24.70 | 25.16 | −1.8% | 3.18 | 3.14 | +1.5% |
| Mar 9, 2026 | Q4 FY2025 | 24.64 | 28.02 | −12.1% | 3.18 | 3.14 | +1.1% |
| Nov 7, 2025 | Q3 FY2025 | 21.71 | 27.84 | −22.0% | 2.92 | 3.15 | −7.4% |
| Aug 8, 2025 | Q2 FY2025 | 24.31 | 18.71 | +29.9% | 2.84 | 3.00 | −5.2% |
| May 12, 2025 | Q1 FY2025 | 20.43 | 20.48 | −0.2% | 2.65 | 2.76 | −3.9% |
| Mar 7, 2025 | Q4 FY2024 | 24.50 | 22.98 | +6.6% | 2.70 | 2.73 | −1.0% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Constellation Software Inc. results: EPS $28.10 vs $29.62 expected. The results cover the company's Q3 FY2026. EPS came in below analysts' estimate by 5.1%. Revenue figures are not available yet.
EPS was up 29.4% from $21.71 a year earlier. On its record, EPS topped analysts' estimates in 3 of 7 earlier comparable reports.
What the results mean
Constellation Software Inc. acquires, builds, and manages specialized software businesses focused on solutions essential to customer operations in public and private sector markets. Interpreting its performance therefore involves examining how these businesses serve their specialized markets and how acquired operations and their products are managed and developed.
The business model combines software licensing and hardware sales with implementation, custom programming, training, and consulting, alongside maintenance, support, hosted software, and recurring services. This range makes revenue mix and service delivery costs important to understanding profitability, while customer relationships encompass software operation, support, and development.
What to watch on the earnings call: Management of acquired businesses and product development, demand among public and private sector customers, the mix of licensing and recurring services, and how implementation, support, and hosting costs affect margins.
For the full analysis of Constellation Software Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.